Anic Equity¶
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Total return since start: 0.609 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49149.73 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45088.19 Kr¶
PnL: ---------------------------------------> 32.19 Kr¶
DD now: ---------------------------------> -7.475 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 14:33:03.814420'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.010000 | 1667.520000 | 198.520000 | 13.510000 | 1468.999998 |
| Orrön Energy | 180 | -1.840000 | 2161.800000 | 118.800000 | 5.810000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 0.250000 | 997.500000 | 62.500000 | 6.680000 | 935.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Hoist Finance | 35 | 0.340000 | 1020.250000 | 40.250000 | 4.110000 | 980.000000 |
| Sagax B | 4 | -0.360000 | 894.000000 | 40.000000 | 4.680000 | 854.000000 |
| Catena | 2 | -0.950000 | 830.800000 | 38.800000 | 4.900000 | 792.000000 |
| Hexatronic Group | 12 | -0.460000 | 997.200000 | 30.200000 | 3.120000 | 966.999996 |
| JM | 6 | -0.930000 | 894.000000 | 30.000000 | 3.470000 | 864.000000 |
| Platzer Fastigheter Holding B | 12 | -3.060000 | 988.800000 | 27.800000 | 2.890000 | 960.999996 |
| Sedana Medical | 93 | -4.610000 | 2538.900000 | 17.900000 | 0.710000 | 2521.000011 |
| OX2 | 13 | 1.290000 | 967.200000 | 17.200000 | 1.810000 | 949.999999 |
| Bilia A | 8 | -0.610000 | 910.400000 | 10.400000 | 1.160000 | 900.000000 |
| HEXPOL B | 9 | 0.260000 | 1030.500000 | 9.500000 | 0.930000 | 1020.999996 |
| Biotage | 7 | -0.880000 | 949.200000 | 8.200000 | 0.870000 | 940.999997 |
| Gränges | 9 | -0.960000 | 933.300000 | 5.300000 | 0.570000 | 927.999999 |
| VEF | 909 | -2.860000 | 1854.360000 | 4.360000 | 0.240000 | 1850.000436 |
| AcadeMedia | 8 | -1.180000 | 401.600000 | -0.400000 | -0.100000 | 402.000000 |
| BioGaia B | 8 | -2.190000 | 929.600000 | -0.400000 | -0.040000 | 930.000000 |
| Clas Ohlson B | 12 | -1.460000 | 969.600000 | -3.400000 | -0.350000 | 972.999996 |
| Byggmax Group | 33 | -2.240000 | 951.720000 | -4.280000 | -0.450000 | 956.000001 |
| ASSA ABLOY B | 3 | -1.620000 | 767.100000 | -11.900000 | -1.530000 | 779.000001 |
| EQT | 4 | -2.060000 | 819.200000 | -12.800000 | -1.540000 | 832.000000 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -1.170000 | 942.200000 | -24.800000 | -2.560000 | 966.999999 |
| Alimak Group | 11 | -1.920000 | 900.900000 | -27.100000 | -2.920000 | 927.999996 |
| Addnode Group B | 11 | -1.160000 | 891.550000 | -29.450000 | -3.200000 | 921.000003 |
| SKF B | 5 | -1.030000 | 908.750000 | -31.250000 | -3.320000 | 940.000000 |
| Indutrade | 5 | -1.300000 | 1174.500000 | -43.500000 | -3.570000 | 1218.000000 |
| Latour B | 4 | -0.780000 | 809.600000 | -47.400000 | -5.530000 | 857.000000 |
| INVISIO | 16 | 0.440000 | 3632.000000 | -57.000000 | -1.550000 | 3689.000000 |
| Bufab | 3 | -1.030000 | 1039.800000 | -69.200000 | -6.240000 | 1109.000001 |
| Vitec Software Group B | 2 | -4.150000 | 1015.000000 | -72.000000 | -6.620000 | 1087.000000 |
| BHG Group | 97 | -1.540000 | 1359.940000 | -99.060000 | -6.790000 | 1458.999989 |
| Hexagon B | 26 | -2.540000 | 3346.200000 | -114.800000 | -3.320000 | 3461.000010 |
| TOTAL | 45088.190000 | 32.190000 | -7.47476% | 45056.000411 |
Updated:¶
'2023-07-05 14:33:20.428009'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
